Latest Institutional Purchases of Security National Financial Corp (SNFCA)
This list provides information on the latest institutional transactions involving Security National Financial Corp (SNFCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.16% |
$1.04K - $1.32K
|
70.5K
$624K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
144K+ 117.78% |
$1.62M - $1.93M
|
265K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2K+ 19.02% |
$511K - $609K
|
283K
$2.5M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
43.7K+ 303.03% |
$494K - $588K
|
58.1K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.8KNew |
$326K - $387K
|
28.8K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 36.38% |
$283K - $337K
|
93.8K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
22.7K+ 73.91% |
$257K - $306K
|
53.5K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 4.06% |
$206K - $245K
|
466K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18K+ 2.68% |
$204K - $243K
|
691K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.5KNew |
$186K - $221K
|
16.5K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.1K+ 2.54% |
$182K - $217K
|
651K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
15.1KNew |
$171K - $203K
|
15.1K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$163K - $194K
|
14.4K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.4KNew |
$162K - $193K
|
14.4K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$114K - $136K
|
10.1K
$89.2K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.25K+ 8.11% |
$48.1K - $57.2K
|
56.7K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.46K+ 47.97% |
$39.2K - $46.6K
|
10.7K
$94.5K
|
|
|
May 14, 2025
Q1 2025
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
2.9K+ 0.14% |
$32.8K - $39.1K
|
2.02M
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 10.2% |
$22.6K - $26.9K
|
21.6K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.31K+ 1.0% |
$14.8K - $17.6K
|
132K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
168+ 81.95% |
$1.9K - $2.26K
|
373
$3.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152New |
$1.72K - $2.05K
|
152
$1.35K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34+ 65.38% |
$385 - $458
|
86
$761
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$268K - $395K
|
29.4K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08KNew |
$55.4K - $81.6K
|
6.08K
$53.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.41KNew |
$12.8K - $18.9K
|
1.41K
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
637New |
$5.81K - $8.55K
|
637
$5.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
126New |
$1.15K - $1.69K
|
126
$1.12K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1New |
$9.12 - $13.4
|
1
$8.85
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.46% |
$9.12 - $13.4
|
219
$1.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.12 - $13.4
|
1
$8.85
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
23.9KNew |
$178K - $220K
|
23.9K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.97KNew |
$44.5K - $54.9K
|
5.97K
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9K+ 5.0% |
$21.6K - $26.6K
|
60.8K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.45K+ 3.52% |
$18.2K - $22.5K
|
71.9K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
755+ 5.0% |
$5.62K - $6.94K
|
15.9K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
523+ 4.98% |
$3.9K - $4.81K
|
11K
$97.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60New |
$447 - $551
|
60
$531
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
63.6KNew |
$414K - $535K
|
63.6K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$74.6K - $96.4K
|
11.5K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.51KNew |
$42.3K - $54.7K
|
6.51K
$57.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$17.7K - $22.9K
|
2.72K
$24.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.82KNew |
$11.8K - $15.3K
|
1.82K
$16.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
636New |
$4.13K - $5.34K
|
636
$5.63K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
96New |
$624 - $806
|
96
$850
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
61New |
$397 - $512
|
61
$540
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$280 - $361
|
43
$381
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
55KNew |
$419K - $497K
|
55K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
20.4KNew |
$155K - $184K
|
20.4K
$180K
|
|